Disclosures

Important Disclosures

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA / SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor, IFP and Legacy Wealth Management are not affiliated.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

Google Reviews & Rankings

The reviews displayed on this page are public Google reviews regarding Legacy Wealth Management and/or its personnel. Reviews may be provided by current clients, former clients, prospective clients, or other third parties. Unless a review is specifically identified as being from a current client and we have verified that status, Legacy Wealth Management does not represent that any reviewer is a current client.

No reviewer was paid or provided any cash or non-cash compensation by Legacy Wealth Management for providing, revising, or removing a review. Legacy Wealth Management does not provide incentives, discounts, free services, or other benefits in exchange for Google reviews. Legacy Wealth Management is not aware of any material conflicts of interest on the part of the reviewers, except that a reviewer may have, or may previously have had, a client, business, personal, professional, or other relationship with Legacy Wealth Management or its personnel, which could influence the reviewer’s views.

The reviews reflect the individual experiences and opinions of the reviewers as of the date each review was posted. Reviews are not representative of all client experiences and are not a guarantee of future performance, investment results, or client experience. No review should be interpreted as a statement concerning any client’s investment performance or as a recommendation of any particular investment strategy, product, or service.

Google reviews are hosted by Google and are displayed on this website. Google is not affiliated with Legacy Wealth Management and has not endorsed Legacy Wealth Management. Reviews may be edited, removed, filtered, reordered, or otherwise modified by Google or the reviewer over time. Legacy Wealth Management does not independently verify all statements made in Google reviews for accuracy.

The Google rating and review count are provided by Google and are based on Google reviews available through Google’s platform as of the most recent manual sync which occurs on an ongoing basis. The rating reflects reviews posted over a rolling period and may change as reviews are added, removed, or modified. Legacy Wealth Management has not paid Google to obtain the rating.

Award and Rankings Disclosure

Best of Lexington includes editorial inclusion of over 3,200 local businesses, organizations, and individuals competing to be named in the top three spots of 229 categories, including “Financial Planner.” Nominations are made to the editorial team by the general public and votes are cast by publication and news website readers. Votes are not solicited by Legacy Wealth Management. However, clients or prospective clients of Legacy Wealth may participate on their own.

Business associates and advertisers of Lexington Herald-Leader and any other owner-affiliated company are not given special treatment, including but not limited to a presenting sponsor.

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